Advisor to the Entrepreneur®

Dedicated To Getting You The Most Out Of Your Wealth… So You Can Focus On Your Business, Your Family, and Your Extraordinary Life.

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The Entrepreneur's Playbook for Expanding Wealth, Freedom and Time."

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Your wealth didn’t simply arrive
on your doorstep.

You invested everything to get here. To an outsider, the risk appeared immense, but you believed in yourself and your mission. Now you’re wealthy. It wasn’t surprising, given your focus and investment, but it takes a different skill set to preserve your wealth.

We have the same passion and commitment to serving our clients as you do for yours.

“We’re all in” on getting you the most out of your wealth by keeping you informed of what’s working for your unique situation. We continually seek to identify innovative concepts and cutting edge strategies for our clients. Give us the opportunity to do what WE do best and allow you to do the same.

Find Out If Your Assets Can Be Better Protected Through
Functional Wealth Management™

At Dew Wealth, we created Functional Wealth Management to simplify the complex nature of an entrepreneur’s entire financial health system.

Much like functional medicine, this approach ensures that every element of your wealth is intimately interconnected to serve your best long term interests.

Dew Wealth Management is a proud fiduciary where your interests always come first. We believe that honest, open collaboration is the key to turn your individual challenges into opportunities.

Our Proprietary Wheel of Functional Wealth Management™:

Instead of having to manage a shaky wealth wheel, allow us to support your financial journey, as you strive to steward your wealth safely and securely well into your family’s future.

MEET Jim Dew

Bringing The Heart Into Wealth Management.

MEET Jim Dew

Bringing The Heart Into Wealth Management.

For as long as I can remember, I’ve always wanted to make a positive impact with my knowledge of mathematics and finance.

As a math teacher right out of college, I was passionately committed to the success of my students.

As a financial planner, that dedication was channeled into seeking financial success for each of my clients.

I’ve always cared about those I served as if they were my personal family members. In 1999, at a large financial services company in New York, that heart-centered client/advisor relationship was put to the test… and I was forced to make a bold decision.